Other · DOL Form 5500 · 2023
Children and Family Circle of Sonoma County Retirement Plan
Data updated 2026-08-25
- $336K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $84,044
- Avg per participant Below avg balance/head
Official DOL plan name: The ERISA 403b of Children and Family Circle · Sponsored by Children and Family Circle of Sonoma County · California · Healthcare & Social Assistance
$336K in assets, 4 participants
Children and Family Circle of Sonoma County's The ERISA 403b of Children and Family Circle reported $336K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 15th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,828 in Healthcare & Social Assistance (17,684 peers)
Children and Family Circle of Sonoma County multi-year trail
Children and Family Circle of Sonoma County's plans moved +48.7% in assets from 2022 to 2024; this filing shows The ERISA 403b of Children and Family Circle at $336K / 4 participants.
- #1,828
- in Healthcare & Social Assistance (17,684 peers)
- +24.3%
- assets growth YoY
The ERISA 403b of Children and Family Circle among the smaller filed plans by assets
The ERISA 403b of Children and Family Circle vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$336,174 15th percentile higher than 15% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The ERISA 403b of Children and Family Circle among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The ERISA 403b of Children and Family Circle is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The ERISA 403b of Children and Family Circle reported net income rose from -$46K in the plan year 2022 filing to $66K in the plan year 2023 filing.
- The ERISA 403b of Children and Family Circle end-of-year assets rose from $270K in the plan year 2022 filing to $336K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 942473193 · Children and Family Circle of Sonoma County PY 2023 · Other
The ERISA 403b of Children and Family Circle · $336K · 4 · 15th
- EBSA $336K
- PART 4
- TYPE 15th
- NET Other
- BOOK near The Children's Cabinet, Inc. 403(*B) Retirement Plan
- VS-ST ind #1828
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →
The ERISA 403b of Children and Family Circle in the asset neighbourhood
Children and Family Circle of Sonoma County multi-year asset trail
Sponsor-wide plan assets over time
All Children and Family Circle of Sonoma County plans reported in each filing year
- Latest sponsor-wide plan assets
- $402K 48.670665148131164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $270K |
| 2023 | 1 | 4 | $336K |
| 2024 | 1 | 4 | $402K |
Children and Family Circle of Sonoma County filing trail (2023)
| Total Assets (Beginning of Year) | $270K |
|---|---|
| Net Assets (End of Year) | $336K |
| Net Income | $66K |
| Employer EIN | 942473193 |
| Plan Effective Date | 2008-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
The ERISA 403b of Children and Family Circle's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Children's Cabinet, Inc. 403(*B) Retirement Plan in NV ($334K); by covered participants it is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($336K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.